BIM
Baldwin Investment Management Portfolio holdings
AUM
$873M
1-Year Est. Return
18.71%
1 Year Est. Return
+18.71%
AUM
$828M
AUM Growth
-$3.57M
(-0.43%)
Holding
213
Top Buys
| 1 | +$2.73M | |
| 2 | +$1.14M | |
| 3 | +$892K | |
| 4 |
Axalta
AXTA
|
+$799K |
| 5 |
Uber
UBER
|
+$558K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.11M | |
| 3 | +$847K | |
| 4 |
NVIDIA
NVDA
|
+$821K |
| 5 |
Broadcom
AVGO
|
+$694K |
Sector Composition
| 1 | Financials | 57.34% |
| 2 | Technology | 14.63% |
| 3 | Healthcare | 6.48% |
| 4 | Industrials | 4.74% |
| 5 | Consumer Discretionary | 4.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$237B
| $4.42M | 0.53% |
6,242
-1
|
|
||
27
Palo Alto Networks
PANW
$140B
| $4.27M | 0.52% |
20,845
+1,815
|
|
||
28
Home Depot
HD
$361B
| $4.22M | 0.51% |
11,509
+600
|
|
||
29
TSMC
TSM
$1.48T
| $3.77M | 0.46% |
16,642
-186
|
|
||
30
Zoetis
ZTS
$53.2B
| $3.7M | 0.45% |
23,711
-1,649
|
|
||
31
Union Pacific
UNP
$132B
| $3.63M | 0.44% |
15,770
-580
|
|
||
32
Rockwell Automation
ROK
$42.3B
| $3.53M | 0.43% |
10,615
+8,229
|
|
||
33
Caterpillar
CAT
$260B
| $3.41M | 0.41% |
8,777
-213
|
|
||
34
Accenture
ACN
$152B
| $3.35M | 0.4% |
11,194
-1,807
|
|
||
35
Thermo Fisher Scientific
TMO
$217B
| $3.34M | 0.4% |
8,240
-694
|
|
||
36
Vertiv
VRT
$65.4B
| $3.12M | 0.38% |
24,301
-14,130
|
|
||
37
American Tower
AMT
$85.9B
| $2.94M | 0.36% |
13,314
|
|
||
38
Baker Hughes
BKR
$48.1B
| $2.89M | 0.35% |
75,252
+11,525
|
|
||
39
Morgan Stanley
MS
$260B
| $2.8M | 0.34% |
19,867
-206
|
|
||
40
Alphabet (Google) Class C
GOOG
$3.34T
| $2.79M | 0.34% |
15,722
-1,300
|
|
||
41
Capital One
COF
$134B
| $2.79M | 0.34% |
13,090
+965
|
|
||
42
Johnson & Johnson
JNJ
$472B
| $2.7M | 0.33% |
17,684
-173
|
|
||
43
SPDR S&P 500 ETF Trust
SPY
$667B
| $2.67M | 0.32% |
4,318
-500
|
|
||
44
NextEra Energy
NEE
$175B
| $2.54M | 0.31% |
36,626
+400
|
|
||
45
Danaher
DHR
$156B
| $2.52M | 0.3% |
12,738
-700
|
|
||
46
Tractor Supply
TSCO
$29.3B
| $2.51M | 0.3% |
47,530
+5,275
|
|
||
47
Lowe's Companies
LOW
$128B
| $2.48M | 0.3% |
11,156
-50
|
|
||
48
Waste Management
WM
$84.3B
| $2.4M | 0.29% |
10,486
|
|
||
49
Mastercard
MA
$490B
| $2.38M | 0.29% |
4,238
|
|
||
|
FISV
50
Fiserv, Inc. Common Stock
FISV
$34.1B
| $2.37M | 0.29% |
13,775
-125
|
|